Mark163
Level 2
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Hi all,

My firm switched from Ultratax to Lacerte this year. After conversion of data, all client data appear to be transferred properly. But one thing bothers me is that I found for every individual client, Lacerte calculated an overpayment applied from 2018 from no where. I have no idea how those number were calculated and they should not exist( most individual client don't pay estimate tax) . Anyone have a clue? Thank you. 

 

 

Mark.Ma

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